We are live on ! Find out more
SEIV icon

SEI QiM U.S. Large Cap Value Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$587M +$101M +2,704,534 +22%
STB
2
S&T Bank
Pennsylvania
$13.8M +$5.6M +150,475 +73%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.4M +$1.82M +48,799 +18%
Truist Financial
4
Truist Financial
North Carolina
$11.5M +$1.7M +45,698 +18%
Beacon Pointe Advisors
5
Beacon Pointe Advisors
California
$11M +$10.5M +282,691 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$7.42M +$5.29M +142,154 +293%
KF
7
K2 Financial
California
$4.58M +$814K +21,883 +22%
Merit Financial Group
8
Merit Financial Group
Georgia
$4.11M +$856K +23,008 +28%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$4.09M +$819K +22,011 +26%
Csenge Advisory Group
10
Csenge Advisory Group
Florida
$2.63M +$605K +16,257 +32%
CFA
11
Cahill Financial Advisors
Minnesota
$2.36M +$321K +8,625 +17%
Exencial Wealth Advisors
12
Exencial Wealth Advisors
Oklahoma
$2.34M +$518K +13,928 +30%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.29M +$1.07M +28,748 +93%
NewEdge Advisors
14
NewEdge Advisors
Louisiana
$2.28M +$332K +8,925 +18%
SWM
15
Stark Wealth Management
Pennsylvania
$1.86M +$923K +24,808 +108%
UAG
16
United Advisor Group
Ohio
$1.51M +$204K +5,475 +16%
PFA
17
Petra Financial Advisors
Colorado
$1.38M +$107K +2,880 +9%
CCC
18
Compass Capital Corp
Massachusetts
$1.31M – – –
Perigon Wealth Management
19
Perigon Wealth Management
California
$1.31M +$208K +5,582 +20%
Apella Capital
20
Apella Capital
Connecticut
$1.28M +$1.25M +33,587 New
DE
21
Diversified Enterprises
Delaware
$987K +$93.8K +2,521 +11%
SA
22
Stewardship Advisors
Pennsylvania
$919K +$248K +6,661 +39%
Stratos Wealth Partners
23
Stratos Wealth Partners
Ohio
$786K +$752K +20,210 New
LIA
24
Lynx Investment Advisory
District of Columbia
$762K +$121K +3,256 +20%
LPL Financial
25
LPL Financial
California
$737K +$90K +2,420 +15%